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Walmart

2,283 hedge funds and large institutions have $119B invested in Walmart in 2020 Q3 according to their latest regulatory filings, with 201 funds opening new positions, 1,051 increasing their positions, 797 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,283
Holders Change
+111
Holders Change %
+5.11%
% of All Funds
46.19%
Holding in Top 10
120
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+23.71%
% of All Funds
2.43%
New
201
Increased
1,051
Reduced
797
Closed
72
Calls
$4.57B
Puts
$2.57B
Net Calls
+$2B
Net Calls Change
+$2.05B
Name Holding Trade Value Shares
Change
Shares
Change %
AP
2101
Adero Partners
California
$224K +$224K +4,800 New
RIG
2102
Roosevelt Investment Group
New York
$224K +$224K +4,806 New
TW
2103
Towerpoint Wealth
California
$223K +$223K +4,788 New
CWA
2104
Clarus Wealth Advisors
Arizona
$221K -$72K -1,533 -25%
FP
2105
Financial Perspectives
Minnesota
$221K +$140 +3 +0.1%
EWM
2106
EPG Wealth Management
Georgia
$220K -$97.3K -2,088 -31%
FC
2107
Fusion Capital
South Carolina
$220K +$220K +4,719 New
PP
2108
Pegasus Partners
Wisconsin
$219K -$14K -300 -6%
FCM
2109
Firestone Capital Management
Florida
$219K
ADBIC
2110
A.D. Beadell Investment Counsel
Wisconsin
$219K +$219K +4,710 New
CH
2111
Canton Hathaway
Rhode Island
$218K +$210K +4,500 +2,500%
WOC
2112
West Oak Capital
California
$218K +$218K +4,665 New
MKC
2113
M. Kraus & Co
Vermont
$218K +$218K +4,668 New
TWP
2114
Tempus Wealth Planning
California
$217K +$217K +4,644 New
BCB
2115
Brian C. Broderick
$217K +$217K +4,650 New
SFG
2116
SNS Financial Group
Minnesota
$216K +$216K +4,614 New
PP
2117
PDS Planning
Ohio
$214K -$31.1K -669 -13%
WCG
2118
Weaver Consulting Group
California
$214K -$3.22K -69 -1%
HWM
2119
Hohimer Wealth Management
Washington
$214K +$214K +4,500 New
PCWA
2120
Pacific Capital Wealth Advisors
California
$214K +$214K +4,584 New
GWS
2121
Glassman Wealth Services
Virginia
$213K +$25.4K +546 +14%
BA
2122
Bristlecone Advisors
Washington
$213K +$213K +4,557 New
AF
2123
Affiance Financial
Minnesota
$213K +$213K +4,557 New
AIM
2124
Avity Investment Management
Connecticut
$213K +$213K +4,569 New
MAM
2125
Madison Asset Management
Wisconsin
$213K +$213K +4,575 New